Filed March 14, 2018 (most recent of 2 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,140 | $123,793-6.2% | $177,840-34.7% | $79,852+45.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 9.76% | 22.82%-13.1pp | 48.32%-38.6pp | 31.72%-22.0pp |
| Employer contribution / active EE | $3,632 | $4,095-11.3% | $5,919-38.6% | $2,471+47.0% |
| Participant deferral / active EE | $6,369 | $5,956+6.9% | $7,714-17.4% | $3,740+70.3% |
| Admin fee / account holder | $2,124 | $7,243-70.7% | $12,431-82.9% | $5,306-60.0% |